JH
JH

Justin Hudock

9 Years of Experience
Marstons Mills, MA

Justin Hudock is a registered investment advisor at Starboard Wealth Management, LLC, based in Marstons Mills, MA, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$363K average
Assets Under Management
$14.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.60%
$1.0M - $4.0M0.50%
$4M+0.40%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Marstons Mills, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Starboard Wealth Management, LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Bridge Creek Capital Management LLC
March 2016 - January 2020 · 3 yrs 10 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Hudock - Financial Advisor | TrueAdvisor